Wealth Management

Managing Wealth For Your Financial Success

Throughout the years, Maxwell Locke & Ritter takes a proactive approach when addressing client needs. In 1997, we established ML&R Wealth Management, creating the opportunity to offer independent advisory services to individuals, trusts, nonprofits and retirement investment plans.

Your Fee-Only Advisor

As a fee­-only advisor, ML&R Wealth Management approaches managing wealth and investments holistically. They develop the best investment plan for you by taking the time to understand your goals and removing conflicts of interests, such as commissions and product sales. Fees are transparent, easy to understand and based solely on the value of investments managed.

As a wholly owned subsidiary of Maxwell Locke & Ritter, ML&R Wealth Management services seamlessly integrate with services at Maxwell Locke & Ritter, offering a one-­stop solution for your financial needs. ML&R Wealth Management focuses on managing your wealth with the following services.

Specific Focuses:
  • Personal Wealth Management
  • Women & Financial Freedom
  • Corporate Retirement & 401(k) Plans
  • Institutions & Nonprofits

Whether you require assistance planning personal finances or establishing an ideal retirement investment plan for your employees, the qualified team at ML&R Wealth Management can help. Partnering with ML&R Wealth Management empowers you to make sound decisions that work for your short-term and long-term financial goals.

Work with Them Today

To schedule a consultation with experienced wealth management advisors, please contact ML&R Wealth Management today.


Stuart Vick Smith, Advisor with our affiliate ML&R Wealth Management, has released her book, “Finding Your Financial Path – A Guide for Women Through Life’s Twists and Turns.”   Finding Your Financial Path is a practical guide for any woman who needs to take control of her financial life.